- CGWM USA Form CRS
- CRS_7449
- CGWM USA ADV PART 2A Brochure 06.23.2025
- CRD_IAPD_Brochure
- CGWM USA Client Fee Schedule
- Schedule of Maximum Charges
- Business Continuity Plan
- Anti Money Laundering
- Privacy Policy
- OCC Website: OCC - Options Disclosure Document
- FINRA Investor Education with Brokercheck Link
- IAPD: Canaccord Genuity Wealth management - Brokerage/Investment Adviser Firm
- USA Commission Schedule
- Annual Disclosure of Important Information to Recipients of Periodic Statements